Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MEZZASALMA ADVISORS LLC | COM | 501 | $1,442,924 | 10,380 | 0.00 | 10,380 | +Inf | 03-31-2024 | |
CAHILL FINANCIAL ADVISORS INC | Stock | 502 | $1,438,614 | 10,349 | 0.00 | 0.00 | 1,746 | 20.30 | 03-31-2024 |
PARADIGM FINANCIAL ADVISORS LLC | COM | 503 | $906,000 | 10,185 | 0.21 | 0.20 | -295 | -2.81 | 09-30-2021 |
NEWEDGE WEALTH LLC | COM | 504 | $1,397,017 | 10,169 | 0.00 | 10,169 | +Inf | 03-31-2024 |